Private Wealth Strategies’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $362K | Sell |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $362K | Buy |
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